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Clearstead Advisors’s Gen Digital GEN Stock Holding History

Clearstead Advisors’s Portfolio GEN Stock Details GEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$30.3K Buy
1,217
+1,004
+471% +$22.4K ﹤0.01% 1664
2026
Q1 		$4.01K Sell
213
-2,050
-91% -$47.4K ﹤0.01% 1772
2025
Q4 		$61.5K Buy
2,263
+1,040
+85% +$28K ﹤0.01% 1311
2025
Q3 		$34.7K Buy
1,223
+400
+49% +$12K ﹤0.01% 1409
2025
Q2 		$24.2K Buy
823
+752
+1,059% +$20.6K ﹤0.01% 1545
2025
Q1 		$1.89K Buy
71
+59
+492% +$1.62K ﹤0.01% 1912
2024
Q4 		$329 Sell
12
-3,929
-100% -$113K ﹤0.01% 2007
2024
Q3 		$108K Buy
+3,941
New +$101K ﹤0.01% 1011

Other funds holding GEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Clearstead Advisors's GEN Position: Q2 2026 in Review

Clearstead Advisors increased its Gen Digital (GEN) stake by 471% in Q2 2026, buying an estimated $22.4K and bringing the position to 1,217 shares worth $30.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1664.

Clearstead Advisors first reported a position in GEN in Q3 2024 and has held it in 8 quarters since. The position peaked at $108K in Q3 2024. 687 funds tracked by Wall St. Rank hold GEN as of Q2 2026.

  • Clearstead Advisors held 1,217 shares of Gen Digital worth $30.3K as of Q2 2026.
  • Clearstead Advisors bought 1,004 Gen Digital shares in Q2 2026, an estimated $22.4K.
  • Gen Digital made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1664 holding.
  • Clearstead Advisors first reported a position in Gen Digital in Q3 2024 and has held it in 8 quarters since.
  • Clearstead Advisors's Gen Digital position peaked at $108K in Q3 2024.
  • 687 funds tracked by Wall St. Rank held Gen Digital as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.